Sr. Surety Assistant Client Service Specialist at WTW - ScoutJobs - The AI-curated global job board
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WTW
Posted a day ago

Sr. Surety Assistant Client Service Specialist

WTWSr. Surety Assistant Client Service Specialist

Requirements

Attention to detail, Verbal and written communication, Customer service skills, Microsoft Office proficiency, Insurance industry experience is a plus, Epic and Sure Path experience is a plus

Skills

InsuranceExcel

About the role

Responsibilities

  • Manage the day-to-day servicing of surety clients and build strong professional relationships
  • Execute the issuance of surety bonds and perform associated activities based on client instructions
  • Accurately enter data from bond requests into the bond issuing system
  • Process renewals, cancellations, closures, and riders
  • Assist with the resolution of client and carrier accounting issues
  • Prepare and submit billing and report bonds to carriers
  • Prepare written correspondence, reports, and analysis for management
  • Participate in internal and external meetings while maintaining client confidentiality

Requirements

  • Strong attention to detail and organizational skills
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office, including Excel, Word, and Outlook
  • Ability to work both independently and effectively within a team setting
  • Strong customer service and presentation skills

Preferred Qualifications

  • 0-2+ years of insurance industry experience related to servicing accounts
  • Experience working with surety, specifically within an insurance brokerage environment
  • Experience using Epic and Sure Path

Benefits

  • Comprehensive health and welfare benefits including medical, dental, and vision
  • Financial wellness tools such as Health Savings Accounts and 401(k) with company contribution
  • Diverse leave options including paid holidays, annual PTO, and parental leave
  • Access to wellbeing programs and work/life resources

About the Company

WTW is a leading global advisory, broking, and solutions company. We help clients manage risk and optimize their human capital through professional consulting and specialized insurance services.

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Sr. Surety Assistant Client Service Specialist

WTW · Hartford

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